Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842B
AUM Growth
-$28.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,214
New
Increased
Reduced
Closed

Top Sells

1 +$5.3B
2 +$3.4B
3 +$3.18B
4
VTV icon
Vanguard Value ETF
VTV
+$2.7B
5
NVDA icon
NVIDIA
NVDA
+$2.4B

Sector Composition

1 Technology 13.87%
2 Financials 7.47%
3 Healthcare 7.43%
4 Consumer Discretionary 6.09%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5126
$126K ﹤0.01%
23,277
+431
5127
$126K ﹤0.01%
12,445
-38,286
5128
$125K ﹤0.01%
11,312
-840
5129
$125K ﹤0.01%
103,881
-125,049
5130
$124K ﹤0.01%
5,080
-26,695
5131
$124K ﹤0.01%
1,549
+188
5132
$124K ﹤0.01%
10,663
-117,065
5133
$124K ﹤0.01%
18,160
-65,630
5134
$124K ﹤0.01%
6,481
5135
$124K ﹤0.01%
14,701
-9,198
5136
$123K ﹤0.01%
11,867
-2,818
5137
$122K ﹤0.01%
9,489
-7,075
5138
$122K ﹤0.01%
6,910
-70,349
5139
$122K ﹤0.01%
10,497
+24
5140
$121K ﹤0.01%
11,280
-2,596
5141
$121K ﹤0.01%
1,026
5142
$121K ﹤0.01%
+1
5143
$121K ﹤0.01%
2,776
-7,407
5144
$121K ﹤0.01%
1,925
-166
5145
$121K ﹤0.01%
3,393
-982
5146
$121K ﹤0.01%
18,579
-2,021
5147
$120K ﹤0.01%
8,204
+2,854
5148
$120K ﹤0.01%
3,085
5149
$119K ﹤0.01%
76,521
+11,336
5150
$119K ﹤0.01%
4,762
+120